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LUND v. LUND

S-21-0125.

501 P.3d 1222 (2022)

2022 WY 2

Bradford D. LUND, as beneficiary of Sharon D. Lund Residuary Trust fbo and member of Canyon Oaks Estates, LLC, a California limited liability company, and as an adult, Appellant (Plaintiff), v. Michelle A. LUND, as beneficiary of Sharon D. Lund Residuary Trust fbo and member of Canyon Oaks Estates, LLC, a California limited liability company, and as an adult; L. Andrew Gifford; Robert L. Wilson; Douglas Strode, and First Republic Trust Company, as trustees of the Sharon D. Lund Residuary Trust fbo Bradford D. Lund and the Sharon D. Lund Residuary Trust fbo Michelle A. Lund, and as managers of Canyon Oaks Estates, LLC, a California limited liability company, Appellees (Defendants).

Supreme Court of Wyoming.

January 5, 2022.

Attorney(s) appearing for the Case

Representing Appellant, Bradford D. Lund: Christopher H. Hawks , Hawks & Associates, LC, Jackson, Wyoming; Sandra L. Slaton , Horne Slaton, PLLC, Scottsdale, Arizona. Argument by Ms. Slaton.

Representing Appellee, Michelle A. Lund: Matthew E. Turner , Geittmann Larson Swift LLP, Jackson, Wyoming.

Representing Appellees, L. Andrew Gifford, Robert L. Wilson, Douglas Strode, and First Republic Trust Company: Paula A. Fleck and Bryson C. Smith , Holland & Hart LLP, Jackson, Wyoming; Hayward J. Kaiser and Andrew C. Spitser , Mitchell Silberberg & Knupp LLP, Los Angeles, California. Argument by Mr. Kaiser.

Before FOX, C.J., and DAVIS, KAUTZ, BOOMGAARDEN, and GRAY, JJ.

[¶ 1] Bradford Lund (Brad) is a resident of Arizona, and his sister Michelle Lund (Michelle) is a resident of California. They are beneficiaries of separate trusts known as the Sharon D. Lund Residuary Trust fbo Bradford D. Lund (the BRT) and the Sharon D. Lund Residuary Trust fbo Michelle A. Lund (the MRT). First Republic...

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